Contractors

• Level 1 can view saved contractor PDF files only.
• Level 2 is blocked from Contractors.
• Level 3 can manage contractors, workers, documents, acknowledgements, uploads, approvals and email.
• Level 4 can delete contractors, workers, documents, acknowledgements and linked files.
• Level 3/4 can create and edit personalised Contractor Acknowledgement checklists; Level 4 can delete templates.
• Tap add contractor and put in their name, then save.
• Add their main contacts (workers) from the Workers dropdown inside each contractor, optional
• By Contractor is the default view and keeps workers, documents and acknowledgements together under each contractor.
• Use By Site to view contractor acknowledgements under Company Sites and Other / Client Sites. Company Sites remain listed; empty Other / Client Sites are hidden until Show empty sites is ticked.
• Use the Workers dropdown to view, edit or delete contractor workers without cluttering the main contractor view.
• This is where you view Acknowledgements
• From here you can open any acknowledgements and view their progress
• You can open attached files to them
• You can also upload additional documents to the contractor
• Once completed, open the acknowledgement, fill in your details and sign it off. Save
• You can then approve them from here
• Note: Approving locks them off so no further changes can be made